AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 358 | $0.1 |
| Average Individual AUM | $166,896 | |
| HNW | 30 | $0.0 |
| Average HNW AUM | $1,071,480 | |
| Retail Total | 388 | $0.1 |
| Average Retail AUM | $236,838 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 22% | $0.0 |
| Equity Non-Exch | 14% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 44% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 10% | $0.0 |
| Other | 9% | $0.0 |
| Total | 103% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GO FIDUCIARY OUTSOURCING, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BERRY | EUGENE | OR | S66|2022-12-21 | ||||||
| SELENE SULLIVAN | EUGENE | OR | S66|2000-11-07 | PERSONAL FINANCIAL SPECIALIST | |||||
| DONALD WATSON | EUGENE | OR | S63|1998-09-30|S66|2008-01-23 | ||||||
| GWENDOLYN O'CONNELL | EUGENE | OR | S63|2001-01-15|S65|2004-12-01 | ||||||
| MARK DOUGAL | EUGENE | OR | S63|2003-09-02|S65|2010-12-29 | ||||||
| DARIN SWALL | EUGENE | OR | S65|2020-09-22 | ||||||
| ANDREA WHITMIRE | EUGENE | OR | S65|2023-04-27 | ||||||
| ROBERT WISNOVSKY | EUGENE | OR | S65|2010-12-10 | ||||||
| COLLIN BRYCE | EUGENE | OR | S63|2004-05-28|S65|2013-05-06 | ||||||
| BRENDA STEIN | EUGENE | OR | S66|2013-12-06 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.2 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 36% | 7 | 2 | 29% |
| 2023-04-04 | $0.1 | $0.1 | 52% | 6 | 3 | 50% |
| 2022-04-01 | $0.1 | $0.1 | 47% | 6 | 3 | 50% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 1 | 8 | 800% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| OR, AR-03/25/2022, AZ-04/16/2024, CA-03/25/2022, ID-03/25/2022, LA-03/25/2022, NC-03/25/2022, OR-03/25/2022, TX-03/25/2022, VA-03/21/2023, WA-03/25/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV